Gary Leger* CFP®, CLU, ChFC®

Senior Partner
Certified Financial Planner™

Gary Leger has over 40 years of experience in financial services, 21 years as a commercial banker and 20 years as an investment adviser. During his time as a Vice President of Bank of America, he acquired a corporate banking and commercial real estate portfolio background. Gary was also Senior V.P for Silicon Valley Bank, where he conducted commercial real estate loan activities.

Gary’s financial planning career began with Lincoln Financial group in 1995. He holds the CFP® ,CLU and ChFC® professional designations. His business focus is financial planning for mid-to-high net worth individuals as well as business owners. Accountability is a top priority and each client receives an in-depth quarterly assessment, allowing for flexibility.